AI CapEx expansion

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 21, 2025 by Rory O'Driscoll · across every show →

Everything said about AI CapEx expansion, oldest first

Aug 21, 2025 neutral

Prediction Open · timeframe Aug 2030

O'Driscoll: AI debt models require three to five years of CapEx growth

“All this depends on three to five more years of continued AI CapEx expansion. If that's the case, everything works, and if that's not the case, all bets are off.”

Rory O'Driscoll Aug 21, 2025 ▶ 1:00:27 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings

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AI CapEx expansion

Everything said about AI CapEx expansion, oldest first

Turn any episode into a week of clips.